Fidelity MSCI Cons Stap IndxFSTAETF

13F holders, Q2 2024 (June 30)
153holders −8
13new positions
19sold out
2famous investors
$47.12avg. 13F price*

At the end of Q2 2024, 153 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, down 8 from Q1 2024. 13 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($104.7M), Lido Advisors, LLC ($57.7M) and Commonwealth Equity Services, LLC ($19.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Fidelity MSCI Cons Stap Indx
CUSIP
316092303
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 161Q1 2024Q2 2024: 153Q2 2024Q3 2024: 169Q3 2024Q4 2024: 181Q4 2024Q1 2025: 193Q1 2025Q2 2025: 204Q2 2025Q3 2025: 193Q3 2025Q4 2025: 211Q4 2025Q1 2026: 206Q1 2026Q2 2026: 214Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions13$21.3M
Exits19$10.1M

All 13F filers, Q1 2024 → Q2 2024: 1,016,359 shares bought and 879,606 shares sold, net +136,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 153 holders

Charles Schwab Investment Management Inc. 0.02% Add +1.5% 2,209,613 $104.7M
Lido Advisors, LLC 0.48% Add +3.8% 1,217,808 $57.7M
Commonwealth Equity Services, LLC 0.03% Reduce -4.4% 409,637 $19.4M
Morningstar Investment Services LLC 0.17% Reduce -2.0% 323,651 $15.4M
Osaic Holdings, Inc. 0.03% Add +29.6% 287,548 $13.6M
Envestnet Asset Management Inc. 0.00% Reduce -32.4% 263,420 $12.5M
Systelligence, LLC 3.18% New 251,782 $11.9M
LPL Financial LLC 0.01% Reduce -1.7% 238,336 $11.3M
Atria Wealth Solutions, Inc. 0.12% Add +443.6% 237,028 $11.2M
NorthCoast Asset Management LLC 0.06% New 159,425 $7.6M
Compass Financial Group, INC 1.48% Add +8.9% 143,791 $6.8M
Goldman Sachs Group Inc. 0.00% Reduce -38.1% 126,054 $6.0M
Atlas Capital Advisors Inc. 0.71% Add +50.4% 115,373 $5.5M
Kestra Advisory Services, LLC 0.03% Reduce -47.2% 114,865 $5.3M
Morgan Stanley 0.00% Add +5.2% 106,806 $5.1M
Financial Perspectives, Inc 1.87% Add +2.6% 106,715 $5.1M
AE Wealth Management LLC 0.05% Add +14.6% 106,118 $5.0M
Full Sail Capital, LLC 0.32% Reduce -0.3% 100,806 $4.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.4% 93,849 $4.4M
NewEdge Advisors, LLC 0.03% Reduce -4.7% 92,418 $4.4M
Agf Management Ltd. 0.02% Add +18.4% 83,589 $4.0M
Marotta Asset Management 0.75% Add +11.3% 76,889 $3.6M
J.W. Cole Advisors, Inc. 0.14% Add +12.4% 63,853 $3.0M
Ameriprise Financial Inc. 0.00% Reduce -6.5% 63,745 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -43.9% 52,890 $2.5M
UBS Group AG 0.00% Reduce -4.8% 51,653 $2.4M
Stifel Financial Corp. 0.00% Add +1.7% 51,496 $2.4M
FMR LLC 0.00% Add +45.2% 51,421 $2.4M
Prudential Financial Inc. 0.00% Add +0.9% 41,668 $2.0M
Buska Wealth Management, LLC 0.79% Reduce -24.4% 41,616 $2.0M
Bank of America Corp. 0.00% Reduce -11.4% 38,571 $1.8M
Rockefeller Capital Management L.P. 0.01% Reduce -30.4% 37,795 $1.8M
Sigma Planning Corp 0.05% Reduce -5.8% 33,879 $1.6M
Walker Financial Services, Inc. 1.21% Reduce -10.1% 32,742 $1.6M
VCI Wealth Management LLC 0.76% New 32,366 $1.5M
Beaumont Financial Advisors, LLC 0.12% Add +0.1% 31,707 $1.5M
Wells Fargo & Company 0.00% Reduce -0.1% 31,414 $1.5M
Principal Securities, Inc. 0.04% Reduce -3.3% 31,218 $1.5M
Arkadios Wealth Advisors 0.10% Add +18.8% 29,699 $1.4M
Snowden Capital Advisors LLC 0.04% Add +1.0% 29,068 $1.4M
Cetera Investment Advisers 0.00% Reduce -64.5% 28,079 $1.3M
Lifeworks Advisors, LLC 0.37% Reduce -0.1% 27,857 $1.3M
Heck Capital Advisors, LLC 0.16% Reduce -2.4% 27,320 $1.3M
Atlas Brown,Inc. 0.45% Add +1.4% 26,724 $1.3M
Independent Order of Foresters 0.76% No change 25,886 $1.2M
Macquarie Group Ltd. 0.00% No change 25,886 $1.2M
FRG Family Wealth Advisors LLC 0.24% Add +9.1% 25,310 $1.2M
Larson Financial Group LLC 0.08% Add +77257.6% 25,528 $1.2M
Lynch & Associates 0.27% Add +4.0% 25,360 $1.2M
Yoder Wealth Management, Inc. 0.78% Add +6.1% 25,323 $1.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -2.4% 24,428 $1.2M
Smith Salley Wealth Management 0.08% Reduce -0.3% 23,908 $1.1M
Cedrus LLC 0.56% Add +6.6% 23,548 $1.1M
Wbi Investments, LLC 0.27% Reduce -34.1% 23,466 $1.1M
Exchange Capital Management, Inc. 0.17% Reduce -1.1% 21,852 $1.0M
Advocacy Wealth Management, LLC 0.08% Reduce -21.4% 21,266 $1.0M
Capital Analysts, LLC 0.04% Reduce -33.8% 20,402 $967K
Truist Financial Corp. 0.00% Reduce -2.7% 18,793 $891K
Private Advisor Group, LLC 0.01% Add +1.9% 18,514 $878K
Fifth Third Securities, Inc. 0.08% Reduce -7.6% 18,460 $875K
Integrated Wealth Concepts LLC 0.01% Reduce -0.2% 17,824 $845K
Sweeney & Michel, LLC 0.35% Add +10.1% 17,204 $817K
Steward Partners Investment Advisory, LLC 0.01% Reduce -53.5% 15,922 $755K
Dakota Wealth Management 0.02% Reduce -0.1% 15,665 $743K
Citadel Advisors 0.00% Reduce -52.7% 15,420 $731K
HighTower Advisors, LLC 0.00% Reduce -7.3% 14,445 $684K
Curran Financial Partners, LLC 0.22% Reduce -7.3% 13,903 $659K
Comerica Bank 0.00% Add +815.2% 13,554 $642K
Stonebridge Financial Planning Group, LLC 0.32% Reduce -17.1% 13,526 $641K
Pacific Sun Financial Corp 0.38% Reduce -1.5% 13,378 $634K
Brookstone Capital Management 0.01% Reduce -3.7% 12,132 $591K
RFG Advisory, LLC 0.02% Reduce -1.8% 12,342 $585K
MML Investors Services, LLC 0.00% Add +5.8% 11,707 $555K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -24.7% 11,021 $522K
Mariner, LLC 0.00% Reduce -7.1% 10,558 $500K
Sunbelt Securities, Inc. 0.05% Reduce -27.6% 10,186 $483K
Fisher Asset Management 0.00% Reduce -2.7% 9,918 $470K
Gsa Capital Partners LLP 0.03% Add +43.4% 9,761 $463K
Bray Capital Advisors 0.12% No change 9,750 $462K
Ameritas Advisory Services, LLC 0.02% Reduce -2.9% 9,603 $455K
Prairie Wealth Advisors, Inc. 0.23% Add +1.2% 9,364 $444K
World Investment Advisors 0.03% Add +2.0% 9,329 $442K
Keybank National Association 0.00% Reduce -31.1% 9,280 $440K
PGIM Custom Harvest LLC 0.01% Add +22.1% 9,133 $433K
TrueWealth Advisors, LLC 0.16% Reduce -12.0% 9,117 $432K
Royal Bank of Canada 0.00% Reduce -26.8% 8,785 $416K
Avidian Wealth Enterprises, LLC 0.02% No change 8,760 $415K
Advisory Services Network, LLC 0.01% Reduce -86.7% 8,748 $415K
Oliver Lagore Vanvalin Investment Group 0.12% Reduce -53.1% 8,613 $408K
Roman Butler Fullerton & Co. 0.13% No change 8,422 $402K
Independent Advisor Alliance 0.01% Add +0.5% 8,213 $389K
Southern Capital Advisors, LLC 0.24% Reduce -3.6% 8,112 $385K
Soltis Investment Advisors LLC 0.04% No change 7,848 $372K
Kingsview Wealth Management, LLC 0.01% Reduce -1.1% 7,778 $369K
Grey Ledge Advisors, LLC 0.10% No change 7,481 $355K
Corient Private Wealth LP 0.00% No change 7,173 $340K
Lanark Financial, Inc. 0.03% Reduce -23.0% 7,098 $336K
Pathstone Holdings, LLC 0.00% Add +0.8% 7,067 $335K
Csenge Advisory Group 0.02% Add +0.8% 6,279 $298K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -14.7% 5,651 $268K
Creative Planning 0.00% Reduce -19.0% 5,143 $244K
FLC Capital Advisors 0.06% No change 5,000 $237K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -74.0% 4,922 $233K
Creative Financial Designs Inc. 0.02% No change 4,646 $220K
Pathway Financial Advisers, LLC 0.08% Reduce -3.5% 4,629 $218K
LexAurum Advisors, LLC 0.05% Reduce -31.6% 4,486 $213K
Cwm, LLC 0.00% Add +767.9% 3,645 $173K
IFP Advisors, Inc 0.01% No change 3,413 $162K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.6% 3,315 $157K
Rosenberg Matthew Hamilton 0.04% No change 2,986 $141K
Centaurus Financial, Inc. 0.01% No change 2,590 $123K
Harbour Investments, Inc. 0.00% Add +0.6% 2,396 $114K
American National Bank & Trust 0.01% Add +32.6% 2,235 $106K
Whittier Trust Co. 0.00% No change 1,885 $89K
Jones Financial Companies LLLP 0.00% Add +12.6% 1,866 $88K
International Assets Investment Management, LLC 0.01% New 1,761 $83K
Franklin Resources Inc. 0.00% No change 1,440 $68K
PNC Financial Services Group, Inc. 0.00% Reduce -2.0% 1,311 $62K
Global Retirement Partners, LLC 0.00% Add +255.0% 1,271 $60K
Asset Dedication, LLC 0.00% Add +0.7% 1,055 $50K
Spire Wealth Management 0.00% No change 1,010 $48K
Quadrant Capital Group LLC 0.00% New 1,000 $47K
Colonial Trust Co / SC 0.01% No change 954 $45K
TFC Financial Management, Inc. 0.01% New 900 $43K
Allworth Financial LP 0.00% No change 702 $34K
NFSG Corp 0.01% No change 568 $27K
Citigroup Inc. 0.00% Add +2.9% 535 $25K
Smartleaf Asset Management LLC 0.00% New 484 $23K
Private Trust Co. NA 0.00% No change 471 $22K
Godsey & Gibb, Inc. 0.00% No change 400 $19K
Mascoma Wealth Management LLC 0.01% No change 400 $19K
MeadowBrook Investment Advisors LLC 0.02% No change 388 $18K
Strategic Financial Concepts, LLC 0.01% New 52,324 $18K
Avior Wealth Management, LLC 0.00% Reduce -91.1% 325 $15K
Blair William & Co. 0.00% Add +418.5% 280 $13K
Colonial Trust Advisors 0.00% Add +0.9% 224 $11K
EverSource Wealth Advisors, LLC 0.00% New 202 $10K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -85.6% 200 $9K
Element Wealth, LLC 0.01% Add +9.9% 189 $9K
McIlrath & Eck, LLC 0.00% No change 159 $8K
1620 Investment Advisors, Inc. 0.01% New 142 $7K
O'shaughnessy Asset Management, LLC 0.00% New 126 $6K
Beacon Capital Management, LLC 0.00% No change 116 $5K
Sound Income Strategies, LLC 0.00% Add +86.4% 110 $5K
Continuum Advisory, LLC 0.00% Reduce -10.5% 102 $5K
Cornerstone Planning Group LLC 0.00% Reduce -26.4% 67 $3K
Assetmark, Inc. 0.00% New 64 $3K
Cape Investment Advisory, Inc. 0.00% Reduce -29.6% 38 $2K
Wolff Wiese Magana LLC 0.00% New 31 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $1K
Coppell Advisory Solutions LLC 0.00% — 22 $1K
Geneos Wealth Management Inc. 0.00% No change 21 $991
CVA Family Office, LLC 0.00% No change 10 $474

"% of holder's portfolio" is FSTA's weight in each manager's 13F, not the share of Fidelity MSCI Cons Stap Indx the manager owns.